Lori’s goal is to help clients live their Wealthwhile^SM by ensuring that they receive exceptional service and that all of their planning and investment needs are being met.  She enjoys getting to know clients on a personal level so she can help simplify their financial lives while building relationships. As a Client Services Associate, Lori works directly with clients alongside a team of Wealth Managers and Associate Advisors to assist with the implementation of their planning and investment strategies.  She spends most of her time responding to client inquiries, gathering data for detailed client-specific recordkeeping, processing distribution and account transfer requests, and researching special projects.  She also handles opening and closing accounts, as well as meeting scheduling for her team. Prior to joining Deerfield in 2016, Lori spent 15 years working in the banking and public accounting industries in various executive administration roles.  With her passion for professional growth, Lori obtained her Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning in 2017. Lori lives in Fishers, IN with her daughter, Shelby, along with their dog and cat. She finds great joy in supporting non-profits and community initiatives that improve the lives of others, and is particularly passionate about children, elders, and people living with disabilities. Building strong traditions for Shelby is important, and they love finding ways to make memories by volunteering, cooking, and laughing together.